See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,135 | $176,947-90.9% | $82,389-80.4% | - |
| Participation rate | 39.4% | 61.8%-22.4pp | 69.5%-30.2pp | - |
| Annual return | 15.12% | 15.13%0pp | 28.67%-13.5pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,517-100.0% | - |
| Participant deferral / active EE | $489 | $4,114-88.1% | $4,155-88.2% | - |
| Admin fee / account holder | $896 | $22,209-96.0% | $7,231-87.6% | - |